OneAscent Financial Services LLC

Position in UNH — Unitedhealth Group Inc

CIK 1780985 BIRMINGHAM, AL

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,947,642

+$608,763 QoQ

Shares Held

4,686

-5.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,416

of 3,349 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

OneAscent Financial Services LLC holds $3,145,606 across 3 Healthcare Plans names. UNH ranks #1 (61.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,686	$1,947,642
2	CVS	CVS HEALTH Corp	6,365	$658,459
3	CI	Cigna Group	1,957	$539,505

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,947,642	4,686	-5.3%	Shares	Sole	2026-08-11
2026-03-31	$1,338,879	4,948	+13.8%	Shares	Sole	2026-04-21
2025-12-31	$1,434,988	4,347	+511.4%	Shares	Sole	2026-02-11
2025-09-30	$245,508	711	-84.0%	Shares	Sole	2025-10-22
2025-06-30	$1,388,890	4,452	-5.4%	Shares	Sole	2025-08-12
2025-03-31	$2,464,243	4,705	-2.0%	Shares	Sole	2025-05-05
2024-12-31	$2,428,128	4,800	+48.7%	Shares	Sole	2025-02-12
2024-09-30	$1,887,347	3,228	+0.3%	Shares	Sole	2024-11-07
2024-06-30	$1,638,798	3,218	-2.1%	Shares	Sole	2024-07-17
2024-03-31	$1,626,573	3,288	+2.5%	Shares	Sole	2024-04-16
2023-12-31	$1,688,915	3,208	+5.6%	Shares	Sole	2024-01-11
2023-09-30	$1,532,233	3,039	+29.2%	Shares	Sole	2023-10-13
2023-06-30	$1,130,945	2,353	+20.5%	Shares	Sole	2023-07-10
2023-03-31	$922,495	1,952	-5.5%	Shares	Sole	2023-04-17
2022-12-31	$1,095,351	2,066	+7.7%	Shares	Sole	2023-01-12
2022-09-30	$969,171	1,919	+2.6%	Shares	Sole	2022-11-02
2022-06-30	$961,001	1,871	+16.2%	Shares	Sole	2022-08-08
2022-03-31	$821,051	1,610	+1.4%	Shares	Sole	2022-05-12
2021-09-30	$620,495	1,588	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.